Uber Geek Robert Scoble on iPhone 5 vs. The Competition
Horace Dediu on Intel and the decline of PC sales.
Read More: The PC Calamity
Kontra responds to Facebook To Reveal “Home On Android” Sources Say Is A Modified OS On HTC At 4/4 Event story:
"A phone using Google AND Facebook technology? A privacy dream come true!"— Kontra (@counternotions) March 29, 2013
Jon Brodkin of Ars Technica on Why Google arm-twisted Acer:
In a statement sent to Ars tonight, Google said that Acer signed away its rights to make Android-like phones not blessed by Google when it joined the Open Handset Alliance, a consortium designed to promote Android and create “greater openness in the mobile ecosystem.”
And MG Siegler Calls spade a spade:
Man, the Open Handset Alliance is so open. Minus the open part.— MG Siegler (@parislemon) September 15, 2012
I’m fine with Google/Acer stuff. It fully exposes the “open” garbage. Now we can all see the bullshit dripping from their mouths.
— MG Siegler (@parislemon) September 15, 2012
Google is giving a whole new meaning to the word “Open”.
Also noteworthy is that almost all the value from the Android ecosystem is concentrated in Samsung. I did not include Google in this analysis since its mobile is so small as to be not visible in its accounting. A separate analysis of Android economics shows that Google’s benefit from the platform is modest. In contrast, Samsung, and Samsung alone, is benefitting greatly. It could even be said that today Samsung is the only Android profit engine.
Samsung has the most to lose when Google decides to ditch the modular approach. It is not a matter of if Google plans to do hardware, it is just a question of when. That is one thing that would keep me awake at night if i was Samsung’s CEO. Samsung’s biggest worry is Google itself.
Android fanboys will disagree with me but Google hasn’t shied away from making bold moves in the hardware space. Take Nexus 7 for example, It is basically sold at cost and it has essentially killed all the other Android tablets on the market.
Astute Horace Dediu puts things in perspective:
Apple has an operating margin (“profit”) per iPhone of approx. $320. Google keeps about $5.5 per authorized Android phone over a 2 yr. life.— Horace Dediu (@asymco) May 17, 2012
An Apple product generates about $1/day in revenue to Apple over its life. An Android device generates about 2c/day in revenue to Google.— Horace Dediu (@asymco) May 17, 2012
In order for Google to generate the same revenue as Apple does it needs to have 50x more devices in use.
— Horace Dediu (@asymco) May 17, 2012